David Bridgwood
David Bridgwood is a registered investment advisor at Cetera Investment Advisers LLC, based in Middleboro, MA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
59 North Main St, Middleboro, MA, 02346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several business activities, including owning a commercial real estate trust, working as an independent insurance agent selling fixed insurance products (full-time), working as a CPA at Bridgwood, Benoit & Company, P.C. (full-time), and working as a financial professional for Bruce Capital Management (full-time). He is also a 50% owner of Bridgwood, Benoit & Co PC (full-time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
U.S. Wealth Advisors, LLC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
US Financial Advisors, LLC
Intersecurities, INC.Broker
State Registrations4 states
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